Comprehensive? Yes, It’s True.

Cornerstone Wealth Planning is a Comprehensive Wealth Management Firm. We provide solutions that are best for you and your overall situation. We work for you and serve only your best interests. We are truly fiduciaries – we must do what we believe is best for you. What we offer:

  • Wealth Management
  • Financial Planning
  • Tax Services

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Wealth Management

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1. What it Includes

  • Ongoing Wealth Management Services
  • Investment Planning & Implementation with ongoing reporting & monitoring
  • Annual Retirement Plan Projections
  • Annual updates to Balance Sheet & Cash Flow
  • Tax Planning & Preparation
  • Strategic Charitable Giving Advice
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2. What it Costs

  • Annually: .25% - 1.25% of Assets under Management

OUR PROCESSLET'S TALK

Financial Planning

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1. Answers the Questions

  • When can we retire?
  • How much can we afford in retirement?
  • Do we have enough life insurance?
  • Should we buy long-term care?
  • How do we save for college?
  • How much money do we really have?
  • What should we do with that old 401(k)?
  • Are we invested in the appropriate way?
  • Does our estate planning make sense?
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2. What is Produced

  • Net Worth Statement
  • Cash Flow Statement
  • Retirement Projection
  • Life Insurance Analysis
  • Portfolio Review & Recommendations
  • Tax Planning Recommendations
  • Action Plan to make changes
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3. What it Costs

  • Based on overall complexity
  • $2,000 - $10,000
  • One time or ongoing

OUR PROCESSLET'S TALK

Whoever loves money never has money enough; whoever loves wealth is never satisfied with his income. This too is meaningless.

- King Solomon -

Whoever loves money never has money enough; whoever loves wealth is never satisfied with his income. This too is meaningless.

- King Solomon -

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